We are live on ! Find out more
FSV icon

FirstService

279 hedge funds and large institutions have $4.61B invested in FirstService in 2026 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 106 increasing their positions, 103 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more capital invested

Capital invested by funds: $4.43B → $4.61B (+$177M)

3% more repeat investments, than reductions

Existing positions increased: 106 | Existing positions reduced: 103

0.41% more ownership

Funds ownership: 69.13%69.53% (+0.41%)

7% less call options, than puts

Call options by funds: $7.12M | Put options by funds: $7.62M

6% less funds holding

Funds holding: 298279 (-19)

27% less first-time investments, than exits

New positions opened: 43 | Existing positions closed: 59

43% less funds holding in top 10

Funds holding in top 10: 74 (-3)

Holders
279
Holders Change
-19
Holders Change %
-6.38%
% of All Funds
3.37%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.05%
New
43
Increased
106
Reduced
103
Closed
59
Calls
$7.12M
Puts
$7.62M
Net Calls
-$497K
Net Calls Change
-$12.9M
Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
176
HighTower Advisors
Illinois
$451K +$5.55K +40 +1%
GIBU
177
Gulf International Bank (UK)
United Kingdom
$449K -$6.66K -48 -1%
DP
178
Dearborn Partners
Illinois
$442K -$29.1K -210 -6%
OWM
179
Orgel Wealth Management
Wisconsin
$407K
Mariner
180
Mariner
Kansas
$398K +$100K +724 +35%
ZIC
181
ZWJ Investment Counsel
Georgia
$398K +$389K +2,801 New
DWM
182
Diversify Wealth Management
Utah
$383K +$41.9K +302 +12%
DAS
183
Diversify Advisory Services
Utah
$383K +$379K +2,731 New
SL
184
Summitry LLC
California
$381K +$1.94K +14 +0.5%
LNWTC
185
Laird Norton Wetherby Trust Company
Washington
$377K -$15.5K -112 -4%
Wealth Enhancement Advisory Services
186
Wealth Enhancement Advisory Services
Minnesota
$363K -$85K -613 -20%
S
187
Storgate
Texas
$356K +$347K +2,503 New
KCM
188
Kornitzer Capital Management
Kansas
$337K
CF
189
Centaurus Financial
California
$328K -$79.6K -574 -20%
AWA
190
Aaron Wealth Advisors
Illinois
$319K +$311K +2,243 New
MIM
191
Marco Investment Management
Georgia
$300K +$24.3K +175 +9%
SPIA
192
Steward Partners Investment Advisory
New York
$298K +$5.41K +39 +2%
D.E. Shaw & Co
193
D.E. Shaw & Co
New York
$298K -$2.05M -14,811 -88%
HNB
194
Hilltop National Bank
Wyoming
$292K +$11.2K +81 +4%
ECM
195
ExodusPoint Capital Management
New York
$284K +$277K +2,000 New
AWE
196
Avidian Wealth Enterprises
Texas
$283K +$277K +1,994 New
HF
197
HRT Financial
New York
$282K +$276K +1,991 New
SCA
198
Snowden Capital Advisors
New York
$278K -$25.8K -186 -9%
WF
199
WoodTrust Financial
Wisconsin
$277K +$55.5K +400 +26%
WHG
200
Westwood Holdings Group
Texas
$271K +$265K +1,910 New

FSV Hedge Fund Activity: Q2 2026 in Review

279 of the 8,279 institutional investors tracked by Wall St. Rank reported a position in FirstService (FSV) for Q2 2026, worth a combined $4.61B — up 4% from $4.43B a quarter earlier.

Sellers outnumbered buyers: 59 funds closed out of FSV and 43 opened new positions — a net loss of 16 holders — while 103 trimmed existing stakes and 106 added.

The largest buyer was 1832 Asset Management, adding an estimated $176M. The largest seller was Mackenzie Financial, cutting an estimated $99.2M.

  • 279 institutional investors held FirstService (FSV) as of Q2 2026, down from 298 in Q1 2026.
  • Funds reported $4.61B of FirstService stock for Q2 2026, up 4% quarter-over-quarter.
  • 43 funds opened new FirstService positions in Q2 2026 and 59 closed out, a net change of -16 holders.
  • The largest FirstService buyer in Q2 2026 was 1832 Asset Management, an estimated $176M added.
  • The largest FirstService seller in Q2 2026 was Mackenzie Financial, an estimated $99.2M sold.

Based on aggregated 13F filings for Q2 2026.